Derek Bell has been Managing Member of Legacy Planning Advisors since January 2026, is a control person of the firm and directly owns between 5% and 10% of it. Derek Bell holds a Bachelor of Science in Psychology from the University of Georgia and a Bachelor of Science in Exercise Sports Science.
Legacy Planning Advisors, LLC is a Suwanee, GA firm with $234M under management, 265 clients and 8 advisers in one office, as of its February 2026 filing.
Derek Bell is Associate Advisor of Legacy Planning Advisors, based in Suwanee, Georgia. Bell works with individuals, families and businesses and does not specialize in one type of clientele.
- – present · 2 yearsSuwanee, GA · Adviser representative · Firm CRD 121289
Professional designations
Listed by Legacy Planning Advisors
- Certified Financial Planner, CFP®
Investment adviser representative registrations
Derek Bell is registered as an investment adviser representative in Georgia, since June 2024.
- GeorgiaSince 10 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 2021 |
| Series 7TO | General Securities Representative Examination | 8 April 2021 |
| SIE | Securities Industry Essentials Examination | 22 October 2020 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Derek H Bell
- CRD
- 7324446
- Firm
- Legacy Planning Advisors · CRD 121289
- Role
- Managing Member
- Office
- 5400 LAUREL SPRINGS PARKWAY, SUITE 101, Suwanee, GA 30024
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacyplanningadvisors.com
Where does Derek Bell work?
Derek Bell has been Managing Member of Legacy Planning Advisors, LLC since January 2026, and is a control person of the firm.
Is Derek Bell a financial advisor?
Yes. Derek Bell has a current investment-adviser registration in Georgia, through Legacy Planning Advisors since June 2024.
How many years of experience does Derek Bell have?
Derek Bell has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Derek Bell passed?
Derek Bell has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in October 2020.
Where is Derek Bell based?
Derek Bell’s registered office is in Suwanee, GA.
Is Derek Bell registered with FINRA?
Yes. Derek Bell has a current broker registration, under CRD 7324446.
Source: FINRA BrokerCheck
Is Derek Bell a CFP?
Legacy Planning Advisors lists Derek Bell with the CFP credential (“Certified Financial Planner, CFP®”) on its website. CFP Board confirms certification status.
How can I verify Derek Bell’s record?
Search CRD 7324446 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Derek Bell’s full registration record.
